+317.9%
DRI vs IONS
-36.2%
+354.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.6% | +3.1% | +0.1% |
| 7D | -0.3% | -29.6% | +29.3% | +4.8% |
| 30D | +10.8% | -35.6% | +46.4% | +18.2% |
| 3M | +0.9% | -51.7% | +52.6% | +12.6% |
| 6M | +16.3% | -64.0% | +80.3% | +35.0% |
| YTD | +27.8% | -65.5% | +93.3% | +49.0% |
| 1Y | +33.9% | -62.4% | +96.3% | +53.7% |
| 3Y | +67.2% | -41.1% | +108.3% | +70.8% |
| 5Y | +79.0% | -16.5% | +95.4% | +65.1% |
| All | +317.9% | -36.2% | +354.1% | +314.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling